ISA

Add Notes - Reminders - Sticky ;)
Set searches
Connect leads with lenders
Follow up with lenders about leads
Follow up with leads after lender chat and search set
Refine search based on lender recommendations
Keep in touch with lead until ready to get in a car
Assign to agent, inform lead which agent will be calling
Follow up with Agent after they meet lead
Stay in touch with Agent through transaction for updates
Complete reminders
Call, text, email all leads - weekly, 2x/mo or monthly depending on status
Respond to new leads
Watch older leads - last log in most recent
Watch high property view emails
Respond to inquiry emails
Respond to appointment request emails